BF

BOK Financial Portfolio holdings

AUM $6.65B
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.66B
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,392
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$16.3M
3
+$7.69M
4
EVR icon
Evercore
EVR
+$7.32M
5
CFG icon
Citizens Financial Group
CFG
+$7M

Top Sells

1
+$14.1M
2
+$12.7M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$11.8M
5
MRK icon
Merck
MRK
+$11.7M

Sector Composition

1 Technology 14.27%
2 Financials 8.73%
3 Energy 7.87%
4 Healthcare 7.13%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$860K 0.02%
10,527
-512
452
$859K 0.02%
23,597
453
$853K 0.02%
3,900
454
$846K 0.02%
13,323
-52
455
$843K 0.01%
+8,374
456
$842K 0.01%
+16,625
457
$840K 0.01%
+14,036
458
$837K 0.01%
9,899
-2,174
459
$834K 0.01%
+16,387
460
$828K 0.01%
2,372
+358
461
$821K 0.01%
5,620
-921
462
$818K 0.01%
39,851
463
$803K 0.01%
20,794
+20,747
464
$802K 0.01%
1,611
-28
465
$796K 0.01%
2,613
-4,106
466
$784K 0.01%
14,287
+1,456
467
$773K 0.01%
4,903
-166
468
$772K 0.01%
1,147
469
$769K 0.01%
8,449
-169
470
$769K 0.01%
6,437
-34,296
471
$764K 0.01%
10,670
+538
472
$761K 0.01%
4,376
+51
473
$758K 0.01%
3,387
+678
474
$758K 0.01%
5,711
+1,212
475
$757K 0.01%
10,406
+228
17 18
19
20 21